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Delete Option for Mistakes

alexalvarado
New Contributor II

There should be a delete option for when you create an estimate you can delete it.

For example, if you select the wrong customer and start to create an estimate. The solution would be to delete it.

Or if you start to create an estimate that is no longer needed.

There should also be a delete option for booked jobs.

Example: If you schedule a call under the wrong customer account, you should be able to delete it.

It seems as though service titian has little room for user error and is not the simplest software to use compared to others software.

1 ACCEPTED SOLUTION

PamDuffy-PCG
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi there! You can definitely delete in ServiceTitan!

For deleting estimates, here is the Knowledgebase Article on how to do that. 

For a booked job under the wrong customer account, go to the Edit Pencil on the job, then select the correct Customer and Location. 

2022-06-23_11-34-30.png

 

There is definitely a bit of a learning curve in understanding where to find certain functions, but after a while it's all muscle memory!

---
Pam Duffy, Powerhouse Consulting Group
ServiceTitan Certified Coach + ServiceTitan Certified Marketer + Zapier Certified Expert

View solution in original post

4 REPLIES 4

cm
New Contributor

This does not work for all estimates.

Same for me

 

PamDuffy-PCG
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi there! You can definitely delete in ServiceTitan!

For deleting estimates, here is the Knowledgebase Article on how to do that. 

For a booked job under the wrong customer account, go to the Edit Pencil on the job, then select the correct Customer and Location. 

2022-06-23_11-34-30.png

 

There is definitely a bit of a learning curve in understanding where to find certain functions, but after a while it's all muscle memory!

---
Pam Duffy, Powerhouse Consulting Group
ServiceTitan Certified Coach + ServiceTitan Certified Marketer + Zapier Certified Expert

Can we delete it once it's been batched and exported?